Daniel Berg is a registered investment advisor at B.E.S.T. Wealth Management LLC, based in St. Louis, MO, with 7 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 121 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $12.0M | 0.65% |
| $12.0M - $14.0M | 0.60% |
| $14M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
10880 Baur Blvd, Suite 104, St. Louis, MO, 63132
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel owns residential rental property since 2011. This non-investment related activity requires minimal time.
Employment History
Current Registrations
B.E.S.T. Wealth Management LLC
State Registrations1 state
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